WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
8 hedge funds and large institutions have $3.21M invested in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
10% more capital invested
Capital invested by funds: $2.91M → $3.21M (+$295K)
2.21% less ownership
Funds ownership: 46.85% → 44.64% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$96K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$66K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$57K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$21.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$390K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
1
Fermata Advisors
Sonoma,
California
| $980K | +$96K | +4,281 | +12% |
|
|
2
Jane Street
New York
| $920K | -$390K | -17,376 | -31% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $885K | +$57K | +2,543 | +7% |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $303K | +$21.3K | +951 | +8% |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $109K | +$66K | +2,944 | +189% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $5.99K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $4.79K | +$4.48K | +200 | New |
|
8
Morgan Stanley
New York
| $54 | +$45 | +2 | New |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$3.42K | -165 | Closed |
|
GDMN Hedge Fund Activity: Q4 2023 in Review
8 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) for Q4 2023, worth a combined $3.21M — up 10% from $2.91M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GDMN positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Fermata Advisors, adding an estimated $96K. The largest seller was Jane Street, cutting an estimated $390K.
- 8 institutional investors held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $3.21M of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund stock for Q4 2023, up 10% quarter-over-quarter.
- 2 funds opened new WisdomTree Efficient Gold Plus Gold Miners Strategy Fund positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund buyer in Q4 2023 was Fermata Advisors, an estimated $96K added.
- The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund seller in Q4 2023 was Jane Street, an estimated $390K sold.
Based on aggregated 13F filings for Q4 2023.